The Unconventional Investor

By Michelle Moses | CFP® & Realtor®

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Category: Investing

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Episodes: 79

Description

Are you an accredited investor feeling overwhelmed by managing your portfolio? Do you struggle to find an expert who can help you with alternative investments ideas? Are you looking for ways to simplify your finances and create more income? If you answered yes to any of these questions, you’re in the right place! Welcome to The Unconventional Investor podcast, where we explore alternative investments and real estate strategies to help you create a more robust portfolio and grow your wealth beyond the traditional stock market. My hope is that this show empowers you to gain the confidence to make informed financial decisions and achieve your long-term financial goals by thinking differently about your finances. I’m your host - Michelle Moses, a Certified Financial Planner®, Licensed Realtor® and Founder of Me Financial. My mission is to help accredited investors like YOU invest their money in ways that excite them, so they can move forward and grow their portfolios with clarity and confidence. Over the last 20 years, I’ve worked with hundreds of clients to help them achieve their financial goals while also feeling better doing it, drawing on my experience of owning multiple businesses, flipping houses, managing rentals, and investing in a wide array of assets. I believe that when you balance your financial products and create a "why" behind each one, you feel more confident and can focus on making money rather than worrying if you’re doing the right thing. Tune in for actionable investing tips and alternative investment strategies to help you invest in alternative assets and balance your portfolio with your lifestyle. This podcast will provide answers to questions such as: - What are the best alternative investment strategies for retirement? - What is an example of an alternative investment? - What steps should I take to diversify my portfolio effectively? - How can I diversify my investment portfolio? - How do I start investing in real estate? - What are the benefits of working with a financial strategist? - Real estate vs. stock market: what’s the difference? If you’re looking to expand your finances beyond the traditional stock market, tune in to the latest episode of The Unconventional Investor today. Subscribe to the podcast wherever you listen to podcasts and be sure to share your favourite episode with a friend. Visit the website to learn more about our services https://www.mefinancial.net/

Episode Date
You Need To Rethink How You Invest Your Money: My "New" Allocation (Ep 78)
Jul 30, 2025
Multifamily Real Estate Done Right: Ethics, Returns, and Transparency with Hamilton Point (Ep 77)
Jul 15, 2025
Investing in Organic Farmland: How Iroquois Valley Builds a Sustainable Food System (Ep. 76)
Jul 08, 2025
Real Estate Investing Without the Cash: Jesse Lang’s BRRRR Strategy (Ep 75)
Jul 01, 2025
Your Emotions Play a Bigger Role in Money Than You Think (Ep 74)
Jun 24, 2025
What to Ask Before Investing: My Litmus Tests for Investments (Ep 73)
Jun 17, 2025
Oil & Gas 102: Trellis Energy’s Approach to Reducing Risk in Oil and Gas Investments (Ep 72)
Jun 10, 2025
Oil & Gas 101: Tax Benefits, How-To & more with Brad Updike of Mick Law, PC (Ep 71)
Jun 03, 2025
The Newest Financial Scams and How You Can Protect Your Accounts (Ep 70)
May 20, 2025
Niche Investment: Why Industrial Outside Storage Is Gaining Traction with Hansel Rodriguez of COARE (Ep 69)
May 14, 2025
Help Seniors Downsize With Dignity + Ease with Reavanti (Ep 68)
Apr 22, 2025
From Self-Directed IRAs to Subscription Agreements: The Mechanics of Alternative Investing (Ep 67)
Apr 15, 2025
Secure, High-Yield Returns Through Real Estate Lending with The Bedrock Fund (Ep. 65)
Apr 02, 2025
Understanding Crypto's New Role in Our Economy with Andy Woodward (Ep. 64)
Mar 11, 2025
Investing in Mobile Home Parks: Interview with COARE Communities' Hansel Rodriguez (Ep. 63)
Mar 04, 2025
Maximizing Travel Rewards: Insider Tips from Julian Kheel of Points Path (Ep 62)
Feb 25, 2025
The Different Categories of Alternative Investments & How to Add Them to Your Portfolio (Ep 61)
Feb 18, 2025
How to Use Self-Directed Accounts to Invest in Alts with CNB Custody (Ep 60)
Feb 11, 2025
How You Can Use Alternative Investments to Create Creative Financial Strategies (Ep 59)
Feb 04, 2025
Getting Started with The Unconventional Investor
Jan 20, 2025
Practical Budgeting Tips To Make Your Life Easier (Ep. 58)
Nov 26, 2024
IRA Contribution Strategies: How You Need to Alter Your Retirement Savings After the SECURE Act (Ep 57)
Nov 19, 2024
How to Maximize Your Tax Savings with Employee Benefits - w/ Corina Delugos (Ep. 56)
Oct 22, 2024
Essential Questions for Choosing a Tax Professional with Corina Delugos (Ep. 55)
Oct 15, 2024
How to Use a Backdoor Roth IRA for Retirement Savings (Ep 54)
Oct 09, 2024
Why You Need to Know About the Corporate Transparency Act w/ Shruti Gurudanti (Ep 53)
Oct 01, 2024
You're Doing Better Than You Realize: Encouragement (Ep. 52)
Sep 24, 2024
My New Favorite Financial Book: No Worries By Jared Dillian (Ep. 51)
Sep 17, 2024
Save Thousands on Your Mortgage with Assumable Loans (Ep. 50)
Sep 11, 2024
How to Use Creative Legal Strategies to Invest in Real Estate w/ Scott Royal Smith (Ep 49)
Aug 20, 2024
Invest in Hotels as an Alternative Investment: Peachtree Hotel Group (Ep. 48)
Aug 13, 2024
Strategies to Prepare Your Business for Sale with Laurie Barkman (Ep. 47)
Aug 06, 2024
Ep 46 - Creating Financial Intimacy in Your Relationships
Jul 23, 2024
Ep 45 - Using Self-Directed IRAs to Invest Outside the Stock Market
Jul 16, 2024
Ep. 44 - Tricks & Tips to Maximize Your Social Security
Jul 09, 2024
Ep. 43 - Legal and Financial Tips for Buying Commercial Real Estate
Jun 25, 2024
Ep. 42 - Creative Real Estate Financing: Syndication, Passive Income, and Mortgage Funds
Jun 18, 2024
Ep. 41 - Investment Idea: How Tech is Changing the Affordability of Apartments
Jun 11, 2024
Solutions for Millennials and Gen Zers Saving for Retirement with Anne Lester (Ep 40)
Jun 04, 2024
Ep. 39 - Turn Knowledge into Action: Strategies to Make Financial Books Stick
May 28, 2024
Ep. 38 - How Franchises Can Be Used For Building Wealth
May 21, 2024
Ep. 37 - Luxury AirBnbs: Why They're a Good Investment
May 14, 2024
Ep. 36 - Supporting Newly Single Women on Their Journey to Financial Independence
May 07, 2024
Ep. 35 - From Hotels to RV Parks: The Ins and Outs of Alternative Investments
Apr 30, 2024
Ep. 34 - An Investment Strategy to Create Passive Income: Infinite Banking
Apr 23, 2024
Ep. 33 - Shhh! How to Privately Buy Real Estate
Apr 16, 2024
Ep. 32 - Avoid Wearing Black Socks with Sandals & Learn to Live Your Life!
Apr 09, 2024
Ep. 31 - Should You Leave Annuities in the Dust? How & Where to Use Them.
Apr 02, 2024
Ep. 30 - Real Estate Title Fraud: How to Keep Your Property Safe
Mar 26, 2024
Ep. 29 - Making Money a Positive and Empowering Experience
Mar 19, 2024
Ep. 28 - Managing Your Stock Options: From ISOs to NSOs
Mar 12, 2024
Ep. 27 - FDIC Insurance & Protecting Your Accounts: Insured vs. Uninsured Deposits
Mar 05, 2024
Ep. 26 - Laundromat Ownership: Is This Passive Business For You?
Feb 27, 2024
Ep. 25 - Do You Need a Property Manager? Stories of Being a Landlord
Feb 20, 2024
Ep. 24 - My Honest Opinion About Life Insurance & the Different Ways to Utilize it
Feb 13, 2024
Ep. 23 - Finding Happiness with Your Current Income Through Financial Coaching
Feb 06, 2024
Ep. 22 - Adding a Retirement Plan to Your Business: Which One Is Right For You?
Jan 30, 2024
Ep. 21 - Creative Ways to Purchase Real Estate (Including Rentals)
Jan 16, 2024
Ep. 20 - A Financial Advisors Most Frequently Asked Questions
Jan 02, 2024
Ep. 19 - Credit Strategies for People With Perfect Credit
Dec 19, 2023
Ep. 18 - The Business & Lifestyle of a Fitness Influencer
Dec 12, 2023
Ep. 17 - Do You Need a Financial Advisor?
Nov 28, 2023
Ep. 16 - Mortgage Options for the Elderly
Nov 14, 2023
Ep. 15 - S-Corp Status for Your Business
Oct 31, 2023
Ep. 14 - Controlling Your Wealth: Wills, Trusts and Estate Planning
Oct 17, 2023
Ep. 13 - Financial Decisions: It's Not Just About The Numbers
Oct 03, 2023
Ep. 12 - How I Plan My Clients for Retirement with the "Bucket" Method
Sep 19, 2023
Ep. 11 - How to Pursue Your Dreams & Have Financial Success
Sep 05, 2023
Ep. 10 - AI and the Financial World: How it May Affect Us
Aug 22, 2023
Ep. 9 - Understanding the Impact of the Federal Reserve on Your Daily Life
Aug 08, 2023
Ep. 8 - Setting Yourself Apart in The Airbnb Market: Niche AirBNBs
Jul 25, 2023
Ep. 7 - What I’m Invested In as A Financial Advisor
Jul 11, 2023
Ep. 6 - Making Sense of Cryptocurrency
Jun 20, 2023
Ep. 5 - Uncovering Your True Desires When Making Financial and Real Estate Decisions
Jun 14, 2023
Ep. 4 - The Art of Alternative Investing: Choosing the Right Investment for You
Jun 06, 2023
Ep. 3 - Mindful Thoughts for a Healthier Relationship with Money
May 30, 2023
Ep. 2 - How to Stay Sane and Build a Business You Love
May 16, 2023
Ep. 1 - What Me Financial is All About
May 09, 2023
Me Financial
Feb 15, 2023